Peak Retirement Planning, Inc.
PensionPosition in VLO — Valero Energy Corp/Tx
CIK 2056697
COLUMBUS, OH
Position in VLO
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$190,642
-$630,833 QoQ
Shares Held
732
-89.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,664
of 1,955 holders
Holding Since
Dec 2024
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VLO Over Time
Shares Held
Position Value (USD)
Position in Oil & Gas Refining & Marketing
Energy · as of Jun 30, 2026Peak Retirement Planning, Inc. holds $190,642 across 1 Oil & Gas Refining & Marketing name. VLO ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLO |
Valero Energy Corp/Tx
This page
|
732 | $190,642 |
All Filings in VLO
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,642 | 732 | Shares | Sole | 2026-08-10 | |
| 2024-12-31 | $821,475 | 6,701 | Shares | Sole | 2025-02-20 | |
| No filing history on record for this holder in this stock. | ||||||